2015-06-04

Rochester, NY - Gabriel Potter upgraded to the next level of fiduciary analyst by earning his Accredited Investment Fiduciary Analyst designation from his Accredited Investment Fiduciary status. An AIFA designee's primary function is to perform assessments of an Investment Steward's, Advisor's, or Manager's conformance to a Global Fiduciary Standard of Excellence using fi360's ISO-like procedure of assessment. AIFA designees possess the ability and knowledge to advise client of deficiencies in investment processes.